You can adjust the thematic constraints which are responsible for setting the maximum allocation weight of thematic funds & related tracking error to the model selected for adding themes to the recommended portfolio
Go to Profile & Settings > click on Configurations under Investments > click on Thematic Constraints in the top middle
2. Use the dragger to adjust Maximum Allocation and Tracking Error percentages
You also have the option to adjust the constraints at the client level after they’ve completed the Personality Assessment
Navigate to the client or prospect page > go to Recommendations on the left-hand side
2. Click Settings in the top right corner > click Enhance > adjust the constraints > click Apply Changes at the bottom
